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Leith Wheeler Investment Counsel’s MKS Inc MKSI Stock Holding History

Leith Wheeler Investment Counsel’s Portfolio MKSI Stock Details MKSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.56M Sell
37,234
-11,235
-23% -$2.54M 0.71% 39
2025
Q4 		$7.75M Sell
48,469
-18,695
-28% -$2.77M 0.58% 41
2025
Q3 		$8.31M Sell
67,164
-4,124
-6% -$440K 0.56% 45
2025
Q2 		$7.08M Sell
71,288
-1,886
-3% -$153K 0.5% 45
2025
Q1 		$5.86M Buy
73,174
+891
+1% +$90K 0.41% 53
2024
Q4 		$7.55M Sell
72,283
-2,563
-3% -$277K 0.55% 48
2024
Q3 		$8.14M Sell
74,846
-2,990
-4% -$355K 0.57% 46
2024
Q2 		$10.2M Buy
77,836
+570
+0.7% +$71.9K 0.88% 33
2024
Q1 		$10.3M Buy
77,266
+90
+0.1% +$10.5K 1% 32
2023
Q4 		$7.94M Sell
77,176
-1,000
-1% -$81.2K 0.87% 40
2023
Q3 		$6.77M Buy
78,176
+930
+1% +$90.7K 0.89% 34
2023
Q2 		$8.35M Buy
77,246
+4,735
+7% +$433K 1.09% 23
2023
Q1 		$6.43M Buy
72,511
+480
+0.7% +$45.8K 0.94% 28
2022
Q4 		$6.1M Buy
72,031
+16,800
+30% +$1.35M 0.92% 29
2022
Q3 		$4.56M Buy
55,231
+10,670
+24% +$1.1M 0.77% 28
2022
Q2 		$5.89M Buy
44,561
+4,585
+11% +$534K 0.78% 27
2022
Q1 		$6M Sell
39,976
-7,643
-16% -$1.19M 0.9% 26
2021
Q4 		$8.29M Buy
47,619
+490
+1% +$76.6K 1.17% 22
2021
Q3 		$7.11M Buy
47,129
+560
+1% +$86K 1.06% 24
2021
Q2 		$8.29M Buy
46,569
+2,420
+5% +$440K 1.26% 19
2021
Q1 		$8.19M Sell
44,149
-17,130
-28% -$2.88M 1.35% 15
2020
Q4 		$11.7M Buy
61,279
+1,195
+2% +$156K 1.65% 6
2020
Q3 		$6.56M Buy
60,084
+810
+1% +$94.9K 1.37% 12
2020
Q2 		$6.71M Buy
59,274
+5,421
+10% +$539K 1.63% 9
2020
Q1 		$4.39M Buy
53,853
+40,943
+317% +$4.19M 1.33% 16
2019
Q4 		$1.42M Sell
12,910
-3,280
-20% -$344K 0.35% 27
2019
Q3 		$1.49M Buy
16,190
+4,190
+35% +$346K 0.44% 22
2019
Q2 		$935K Buy
+12,000
New +$1.01M 0.28% 23

Other funds holding MKSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Leith Wheeler Investment Counsel's MKSI Position: Q1 2026 in Review

Leith Wheeler Investment Counsel reduced its MKS Inc (MKSI) stake by 23% in Q1 2026, selling an estimated $2.54M and leaving 37,234 shares worth $8.56M. The position accounts for 0.71% of the portfolio, ranked #39.

Leith Wheeler Investment Counsel first reported a position in MKSI in Q2 2019 and has held it in 28 quarters since. The position peaked at $11.7M in Q4 2020. 616 funds tracked by Wall St. Rank hold MKSI as of Q1 2026.

  • Leith Wheeler Investment Counsel held 37,234 shares of MKS Inc worth $8.56M as of Q1 2026.
  • Leith Wheeler Investment Counsel sold 11,235 MKS Inc shares in Q1 2026, an estimated $2.54M.
  • MKS Inc made up 0.71% of Leith Wheeler Investment Counsel's portfolio in Q1 2026, its #39 holding.
  • Leith Wheeler Investment Counsel first reported a position in MKS Inc in Q2 2019 and has held it in 28 quarters since.
  • Leith Wheeler Investment Counsel's MKS Inc position peaked at $11.7M in Q4 2020.
  • 616 funds tracked by Wall St. Rank held MKS Inc as of Q1 2026.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2026, filed 7 May 2026.